Senior Wealth Client Experience Manager

Merit Financial Advisors; Marietta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Short-term Disability Insurance

Long-term Disability Insurance

Flexible Spending Account (FSA) or HSA

401(k) Plan with company matching

Paid Time Off and holidays

Job summary

Merit Financial Advisors in Georgia is seeking a Senior Client Service Manager to ensure excellence in client service and confidentiality. You will manage client interactions, prepare for meetings with Advisors, and support operational processes across accounts and policies.

The role emphasizes building relationships, responding to inquiries, and coordinating with custodians to enhance the client experience while maintaining accuracy and compliance.

Qualifications

• Bachelor’s degree in Business or Finance and FINRA licenses.
• 5–7 years of client service experience in wealth management.
• Excellent knowledge of securities industry rules and regulations.
• Proficient computer skills and experience with Salesforce, Outlook, Excel.
• Strong communication, teamwork and time‑management skills.

Responsibilities

• Facilitate client onboarding and intake meetings while maintaining confidentiality.
• Develop and sustain solid client relationships and attend meetings with Advisor when needed.
• Identify opportunities to improve client financial positions and relationships.
• Handle administrative matters including account transfers, money movements, and policy processing.
• Coordinate with custodians, resolve client inquiries, and document interactions in CRM.
• Maintain client files, participate in events, and ensure timely action on notes and items.

Skills

Client service

FINRA licenses

Securities knowledge

Communication skills

Time management

Team player

Detail oriented

Relationship management

Technology savvy

Education

Bachelor’s degree in Business or Finance

Tools

Salesforce

Outlook

Excel

Word

Job description

Merit Financial Advisors in Georgia is seeking a Senior Client Service Manager to ensure excellence in client service and confidentiality. You will manage client interactions, prepare for meetings with Advisors, and support operational processes across accounts and policies.

The role emphasizes building relationships, responding to inquiries, and coordinating with custodians to enhance the client experience while maintaining accuracy and compliance.